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iShares S&P MidCap 400 Value Index shares owned by Rockwood Wealth Management

Quarter-by-quarter ownership of iShares S&P MidCap 400 Value Index (IJJ) shares owned by Rockwood Wealth Management from 13F filings

Historical chart of Rockwood Wealth Management investment in iShares S&P MidCap 400 Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P MidCap 400 Value Index held by Rockwood Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P MidCap 400 Value Index by Rockwood Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $277k 2.3k 118.31
2023-12-31 $277k 2.4k 114.06
2023-09-30 $250k 2.5k 100.94
2023-06-30 $265k 2.5k 107.14
2023-03-31 $253k 2.5k 102.76
2022-12-31 $248k 2.5k 100.81
2022-09-30 $218k 2.4k 90.01
2022-06-30 $216k 2.3k 94.42
2022-03-31 $250k 2.3k 109.66
2021-12-31 $252k 2.3k 110.68

More positions owned by Rockwood Wealth Management

Dimensional Etf Trust Us Core Equity 2 (DFAC)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Ishares U S Etf Tr Blackrock Short (MEAR)
American Centy Etf Tr Us Eqt Etf (AVUS)
Dimensional Etf Trust Intl Core Equity (DFIC)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Vanguard Index Fds Real Estate Etf (VNQ)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Ishares Tr Shrt Nat Mun Etf (SUB)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Dimensional Etf Trust Short Duration F (DFSD)
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for Rockwood Wealth Management

Top funds holding iShares S&P MidCap 400 Value Index

Morgan Stanley
Wells Fargo & Company
FMR
Bank of America Corporation
UBS Group
Envestnet Asset Management
Pnc Financial Services
Ameriprise Financial
D.A. Davidson & Co.
Financial Engines Advisors L.L.C
Raymond James & Associates
Cullen Frost Bankers
Northern Trust
Northwestern Mutual Wealth Management Company
Evensky & Katz

View all funds holding iShares S&P MidCap 400 Value Index